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Insigneo Advisory Services’s Rockwell Automation ROK Stock Holding History

Insigneo Advisory Services’s Portfolio ROK Stock Details ROK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$306K Sell
853
-874
-51% -$345K 0.02% 496
2025
Q4 		$672K Sell
1,727
-310
-15% -$117K 0.05% 292
2025
Q3 		$712K Sell
2,037
-247
-11% -$85.3K 0.05% 272
2025
Q2 		$759K Sell
2,284
-44
-2% -$12.5K 0.07% 235
2025
Q1 		$602K Sell
2,328
-66
-3% -$18.4K 0.06% 252
2024
Q4 		$684K Buy
2,394
+272
+13% +$76.5K 0.07% 227
2024
Q3 		$570K Sell
2,122
-65
-3% -$17.3K 0.06% 286
2024
Q2 		$543K Buy
2,187
+25
+1% +$6.75K 0.06% 270
2024
Q1 		$630K Buy
2,162
+125
+6% +$36K 0.07% 222
2023
Q4 		$632K Buy
2,037
+160
+9% +$44.8K 0.09% 201
2023
Q3 		$537K Buy
1,877
+184
+11% +$56.9K 0.11% 177
2023
Q2 		$558K Buy
1,693
+583
+53% +$168K 0.11% 176
2023
Q1 		$325K Sell
1,110
-14
-1% -$3.98K 0.1% 197
2022
Q4 		$290K Buy
+1,124
New +$282K 0.11% 191

Other funds holding ROK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Insigneo Advisory Services's ROK Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Rockwell Automation (ROK) stake by 51% in Q1 2026, selling an estimated $345K and leaving 853 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #496.

Insigneo Advisory Services first reported a position in ROK in Q4 2022 and has held it in 14 quarters since. The position peaked at $759K in Q2 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Insigneo Advisory Services held 853 shares of Rockwell Automation worth $306K as of Q1 2026.
  • Insigneo Advisory Services sold 874 Rockwell Automation shares in Q1 2026, an estimated $345K.
  • Rockwell Automation made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #496 holding.
  • Insigneo Advisory Services first reported a position in Rockwell Automation in Q4 2022 and has held it in 14 quarters since.
  • Insigneo Advisory Services's Rockwell Automation position peaked at $759K in Q2 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.